PCG Wealth Advisors’s Union Pacific UNP Stock Holding History

PCG Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$279K	Hold	1,151	–	–	0.07%	141
2025 Q4	$266K	Hold	1,151	–	–	0.08%	134
2025 Q3	$272K	Hold	1,151	–	–	0.08%	129
2025 Q2	$265K	Hold	1,151	–	–	0.14%	75
2025 Q1	$272K	Hold	1,151	–	–	0.09%	111
2024 Q4	$262K	Hold	1,151	–	–	0.1%	111
2024 Q3	$284K	Hold	1,151	–	–	0.11%	102
2024 Q2	$260K	Hold	1,151	–	–	0.11%	101
2024 Q1	$283K	Hold	1,151	–	–	0.13%	91
2023 Q4	$283K	Hold	1,151	–	–	0.16%	84
2023 Q3	$234K	Hold	1,151	–	–	0.15%	90
2023 Q2	$236K	Hold	1,151	–	–	0.15%	93
2023 Q1	$232K	Hold	1,151	–	–	0.15%	95
2022 Q4	$238K	Sell	1,151 -1,243	-52%	-$255K	0.15%	91
2022 Q3	$466K	Buy	2,394 +1,197	+100%	+$265K	0.17%	78
2022 Q2	$255K	Hold	1,197	–	–	0.18%	73
2022 Q1	$327K	Buy	1,197 +253	+27%	+$63.9K	0.21%	63
2021 Q4	$238K	Buy	+944	New	+$224K	0.17%	68

Other funds holding UNP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM